Kirsty Cartwright

Chartered Wealth Manager, Investment Director @Rathbones

Birmingham, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2023 — Present

Chartered Wealth Manager, Investment Director @Rathbones

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Birmingham, GB

Initially joined Investec Wealth & Investment in August 2023 and moved to Rathbones in February 2024 as part of the combination between the 2 firms.

EDUCATION

1994 — 1998

University of Aberdeen

MA(Hons), Economics & Management Studies

1998 — 1999

University of Strathclyde

MSc, Finance

2000 — 2002

The Chartered Institute for Securities & Investment (The CISI)

CISI Diploma - Level 6 RDR Qualification, Investments and Securities

SKILLS

Portfolio ManagementAsset AllocationInvestment StrategiesEquitiesInvestmentsBondsAsset ManagementInvestment Management

ABOUT KIRSTY CARTWRIGHT

I have more than 25 years’ experience in during which I have helped clients navigate some turbulent times.I help clients and their families maximise their wealth and achieve their individual financial goals. I have a special interest in the importance of and financial security which can be achieved by taking control of your finances, with a particular focus on women, as well as individuals going through the divorce process.I take pride in the strong relationships I have built with clients over the years, often with different generations of the same family.

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Kirsty Cartwright — Chartered Wealth Manager, Investment Director at Rathbones in Birmingham, GB | Unifers